What do you recommend to Orlando and Giselle on the subject of estate planning regarding: 1. Benefi
Question:
What do you recommend to Orlando and Giselle on the subject of estate planning regarding:
1. Benefi ciary designations for their fi nancial assets?
2. Joint ownership of their home, vehicles, and other property?
3. Making a will?
4. Establishing guardianship for the children?
5. Using advance directive documents to avoid a situation like that confronting Orlando’s father?
6. Establishing trusts for their children
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